More than just asset management.
For a powerful and well-diversified investment plan, you’ve come to the right place. Our team of seasoned Wealth Specialists have access to a large variety of options including a diverse suite of mutual funds to help fuel your investment portfolio.
You’re in good hands with our Wealth Specialists. Their approach is comprehensive, their advice backed by in-depth research and expertise, and most importantly, their service is personal.
Together, they can help you with:
- Portfolio reviews
- Retirement savings and income planning
- TFSAs, RRSPs, RRIFs and more
Reaching your financial goals is easy. It begins with a conversation.
Reach your goals faster!
- Set It
- Forget It
- Build Your Future
When is it time to start your investment journey?
I set up a pac for $100 every payday and 10 years later, I have a wealth portfolio that I never dreamed possible!”
Families with comprehensive financial plans reported higher levels of well-being.
Investors who work with a wealth specialist save twice as much as those who do not.
Meet our team of Wealth Specialists!
Credential Financial Strategies Inc. & Credential Securities
Calculate how much you need to save to reach your goals
Whether you are just starting out or already have a healthy nest egg, our calculators will help you see just how much you need to put away to reach your savings or investment goals!
Qtrade Direct Investing®
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